Fort Lauderdale, Florida, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer And Client Focus, Issue Management, Oral Communications
Fort Lauderdale, Florida, United States · On-site
The purpose of the Financial Aid Officer is to guide students through the financial aid process and ensure they are properly funded, packaged and prepared to start each semester. The Financial Aid Officer will: Assist th…
Skills: FAFSA Assistance, Title IV Eligibility, Financial Aid Packaging, Verification Processing, Customer Service
Fort Lauderdale, Florida, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Fort Lauderdale, Florida, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Fort Lauderdale, Florida, United States · Hybrid
$76k–$125k/yr
Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $76,290 - $125,260 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportu…
Skills: Data Management, SQL, Power BI, Excel, Data Analysis
Fort Lauderdale, Florida, United States · Hybrid
Overview The Fort Lauderdale, FL office of Lewis Brisbois, a full-service AmLaw 100 firm, is seeking an Accounts Receivable Supervisor with legal experience. The primary responsibilities of this position include supervis…
Skills: Accounts Receivable, Collections, Supervision, Data Analysis, Negotiation
Fort Lauderdale, Florida, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Fort Lauderdale, Florida, United States · Remote OK
Calling all Top Producers or Current Branch Managers! Remote in the Fort Lauderdale, FL area. Are you a top producer waiting for your chance to run your own office, or an established Branch Manager looking for stability …
Skills: Sales Management, Recruiting, Staff Supervision, Client Networking, Pipeline Management
Fort Lauderdale, Florida, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Coaching, Customer Service Management, Customer And Client Focus, Performance Management, Talent Development
Fort Lauderdale, Florida, United States · Hybrid
Job Description At SIXT, our People & Culture team works hard behind the scenes to keep our people operations running smoothly — and payroll is at the heart of it all. As a Payroll Analyst, you will own end-to-end payrol…
Skills: US Payroll Processing, Canadian Payroll Processing, Payroll Accounting, GL Reconciliation, Tax Remittance
Fort Lauderdale, Florida, United States · On-site
Job Description We are seeking a Senior Revenue Management Analyst to join our Revenue Management team. In this role, you will take ownership of pricing strategy, revenue optimization, and market performance across one o…
Skills: Pricing Strategy, Revenue Optimization, Advanced Analytics, Forecasting, Market Trend Analysis
Fort Lauderdale, Florida, United States · On-site
Job Description As a Regional Fleet Strategist, you will play a critical role in maximizing the profitability, utilization, and lifecycle performance of SIXT's fleet across your assigned region. You will combine analytic…
Skills: Fleet Planning, Quantitative Analysis, Strategic Thinking, Advanced Excel, SQL
Fort Lauderdale, Florida, United States · On-site
Job Description As a Regional Fleet Strategist, you will play a critical role in maximizing the profitability, utilization, and lifecycle performance of SIXT's fleet across your assigned region. You will combine analytic…
Skills: Fleet Planning, Quantitative Analysis, Strategic Thinking, Advanced Excel, SQL
Fort Lauderdale, Florida, United States · On-site
Job Description We are seeking a Revenue Management Analyst to join our Revenue Management team. In this role, you will play a critical part in optimizing pricing strategies, maximizing revenue opportunities, and support…
Skills: Revenue Management, Pricing Strategy, Data Analysis, Forecasting, Market Evaluation
Fort Lauderdale, Florida, United States · On-site
Job Description We are seeking a Pricing & Commercial Development Analyst to join our Commercial Development team. In this role, you will support pricing strategy, commercial initiatives, and business performance analysi…
Skills: Pricing Strategy, Commercial Analytics, Revenue Management, Data Analysis, Microsoft Excel
Fort Lauderdale, Florida, United States · On-site
Job Description We are looking for a highly analytical and strategic Financial Analysis Manager to join our Fleet Strategy team. In this role, you will help drive critical fleet investment decisions across North America …
Skills: Financial Modeling, Lifecycle Value Analysis, Forecasting, Scenario Planning, Sensitivity Analysis
Fort Lauderdale, Florida, United States · On-site
Job Description We are looking for a highly analytical and strategic Financial Analysis Manager to join our Fleet Strategy team. In this role, you will help drive critical fleet investment decisions across North America …
Skills: Financial Modeling, Lifecycle Value Analysis, Forecasting, Scenario Planning, Sensitivity Analysis
Fort Lauderdale, Florida, United States · On-site
Job Description We are looking for a highly analytical and strategic Financial Analysis Manager to join our Fleet Strategy team. In this role, you will help drive critical fleet investment decisions across North America …
Skills: Financial Modeling, Lifecycle Value Analysis, Forecasting, Scenario Planning, Sensitivity Analysis
Fort Lauderdale, Florida, United States · On-site
Job Description At SIXT, we don't just move cars – we move data, decisions, and business forward. As an Analyst in our Incentive & Bonus Program Management team, you will play a key role in ensuring that compensation pro…
Skills: Incentive Program Management, Bonus Calculation, Excel, SQL, Tableau
Fort Lauderdale, Florida, United States · Hybrid
Ready to Build a Listing Business Without Paying for Leads? Join a high-performance real estate team that provides motivated seller leads, proven systems, and one-on-one support to help you build a consistent listing bus…
Skills: Real Estate Licensing, Lead Conversion, CRM Management, Client Relationship Building, Listing Appointments
Fort Lauderdale, Florida, United States • Hybrid
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Provides operational and sales support to multiple Financial Advisors while serving as a primary point of contact for established clients. Responsibilities include educating clients on banking offerings and ensuring alignment with bank policies to manage risk.
Requires FINRA SIE, Series 7, and Series 66 (or 63 and 65) certifications. Candidates must possess advanced industry knowledge of investment products and a client-centric mindset.
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
Based on 108 listings with disclosed salaries, most finance & accounting jobs in Fort Lauderdale, FL pay between $43k–$159k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 335 open finance & accounting positions in Fort Lauderdale, FL listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include SIXT, Ajaia | AI Consultancy, Truist, AutoNation, Bank of America, among others. Browse the listings above to see every active employer.
Yes — 108 of the 335 open finance & accounting positions offer remote or hybrid work (38 remote, 70 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
